New Account Opening Cross-Sales (NAO)
This consultative, needs-based, and ethical Cross-Selling Process is focused on providing brand new customers with products and services they logically need in order to manage and prosper in their financial lives, from the outset of their relationship with the community bank. The Cohen Brown NAO process has been proven to increase sales at a brand-new customer account openings by approximately 2 products/services regardless of a bank’s baseline prior to implementation, and feedback from the New Account Representatives, Managers, and customers is extremely positive.